How we can help
Our LeConte Wealth Management Retirement Plan Consulting team provides clients with unparalleled service and retirement expertise. Our business is based on deep-rooted client relationships that have contributed much to the success of our firm.
We focus on three key points when providing consulting services to retirement plans:
- Independence: We provide strategies based on the client’s needs, not on the provider’s. We have the ability to work with any retirement plan company in the country.
- Support: Our support is designed to protect plan fiduciaries against personal loss.
- Outcomes: Our primary function and responsibility as a retirement plan fiduciary and advisor is to provide participants with the best possible retirement outcome. All of our services are designed with that goal in mind.
The services we provide generally fall into four categories:
- Protection for fiduciaries
- Plan sponsor investment support
- Enhancement of plan compliance and efficiency
- Maximizing participant benefits
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